Allworth Financial’s Onto Innovation ONTO Stock Holding History

Allworth Financial’s Portfolio ONTO Stock Details ONTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$195K	Buy	950 +291	+44%	+$59.6K	﹤0.01%	1420
2025 Q4	$104K	Buy	659 +537	+440%	+$76.3K	﹤0.01%	1729
2025 Q3	$15.8K	Buy	122 +79	+184%	+$8.46K	﹤0.01%	2844
2025 Q2	$4.34K	Sell	43 -104	-71%	-$11.1K	﹤0.01%	3336
2025 Q1	$18.5K	Buy	147 +79	+116%	+$13.3K	﹤0.01%	2135
2024 Q4	$15.3K	Sell	68 -23	-25%	-$4.2K	﹤0.01%	2257
2024 Q3	$18.9K	Buy	91 +7	+8%	+$1.41K	﹤0.01%	1951
2024 Q2	$16.5K	Buy	84 +65	+342%	+$13.4K	﹤0.01%	1994
2024 Q1	$3.44K	Sell	19 -4	-17%	-$676	﹤0.01%	2569
2023 Q4	$3.52K	Sell	23 -7	-23%	-$942	﹤0.01%	2422
2023 Q3	$3.83K	Buy	30 +13	+76%	+$1.54K	﹤0.01%	2239
2023 Q2	$1.98K	Buy	17 +3	+21%	+$286	﹤0.01%	2490
2023 Q1	$1.23K	Buy	14 +12	+600%	+$973	﹤0.01%	2597
2022 Q4	$136	Sell	2 -14	-88%	-$1.01K	﹤0.01%	2882
2022 Q3	$1K	Sell	16 -32	-67%	-$2.35K	﹤0.01%	2449
2022 Q2	$3K	Buy	+48	New	+$3.55K	﹤0.01%	1918

Other funds holding ONTO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return